Wealthspire Advisors (New York)’s iShares Global REIT ETF REET Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.06M	Buy	240,770 +28,159	+13%	+$731K	0.05%	148
2025 Q4	$5.3M	Buy	212,611 +11,042	+5%	+$279K	0.04%	154
2025 Q3	$5.15M	Buy	201,569 +8,768	+5%	+$220K	0.03%	165
2025 Q2	$4.76M	Sell	192,801 -7,605	-4%	-$184K	0.03%	163
2025 Q1	$4.86M	Buy	200,406 +3,627	+2%	+$88.3K	0.03%	164
2024 Q4	$4.72M	Buy	196,779 +7,576	+4%	+$193K	0.05%	149
2024 Q3	$5.05M	Sell	189,203 -878	-0.5%	-$22.2K	0.05%	149
2024 Q2	$4.42M	Sell	190,081 -3,881	-2%	-$88.7K	0.06%	123
2024 Q1	$4.59M	Buy	193,962 +2,378	+1%	+$55.6K	0.06%	117
2023 Q4	$4.63M	Buy	191,584 +2,154	+1%	+$47.1K	0.07%	116
2023 Q3	$4.01M	Sell	189,430 -1,615	-0.8%	-$37K	0.07%	115
2023 Q2	$4.39M	Sell	191,045 -11,471	-6%	-$261K	0.07%	103
2023 Q1	$4.64M	Buy	202,516 +6,515	+3%	+$154K	0.08%	100
2022 Q4	$4.45M	Buy	196,001 +12,117	+7%	+$270K	0.08%	104
2022 Q3	$3.91M	Buy	183,884 +45,549	+33%	+$1.12M	0.08%	102
2022 Q2	$3.35M	Buy	138,335 +39,827	+40%	+$1.06M	0.07%	112
2022 Q1	$2.88M	Buy	98,508 +5,402	+6%	+$154K	0.06%	102
2021 Q4	$2.85M	Buy	93,106 +34	+0%	+$994	0.06%	113
2021 Q3	$2.55M	Buy	93,072 +691	+0.7%	+$19.8K	0.05%	139
2021 Q2	$2.56M	Buy	92,381 +7,054	+8%	+$193K	0.07%	99
2021 Q1	$2.17M	Buy	85,327 +5,823	+7%	+$144K	0.05%	169
2020 Q4	$1.9M	Buy	+79,504	New	+$1.79M	0.06%	142
2020 Q2	–	Sell	-37,886	Closed	-$726K	–	468
2020 Q1	$726K	Buy	+37,886	New	+$966K	0.03%	241

Other funds holding REET